Join Coast Capital as a Member Advice Specialist at our Kelowna Branch! This full time role focuses on customer engagement through effective financial solutions and product promotion.
As a valued Member Advice Specialist, you will use your customer service expertise to assist members with their financial needs while supporting a robust sales environment. You will engage with clients, promote Low Fee More for Me Mutual Funds, and help open essential accounts, delivering tailored financial advice. Your sales abilities will be key in uncovering new opportunities to benefit our members and enhance their banking experience.
Key Responsibilities:
• Deliver exceptional customer service with everyday banking
• Conduct engaging financial consultations with clients




• Collaborate with branch team on policy compliance
• Proactively offer successful financial solutions
• Achieve sales targets in a needs-based sales setting
Requirements:
• Minimum three years in financial services
• Experience in lending and investments
• Certificate in Investment Funds in Canada
• Strong relationship-building skills
• Team-oriented with multi-tasking abilities
Bring your customer service passion and financial expertise to Coast Capital's agile team!
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📌 Financial Advice Specialist at Coast Capital (Kelowna)
🏢 Coast Capital
📍 Kelowna